Fear is the biggest short! Morgan Stanley calls for bottom-fishing in semiconductors: land and electricity shortages are not a problem, approved projects can't meet demand
Morgan Stanley believes that the recent sell-off in the semiconductor sector has been excessive, and that market panic rather than fundamentals is the biggest risk. Driven by demand for AI infrastructure, downstream orders continue to accelerate, with semiconductor supply remaining the core bottleneck. LPS constraints actually make growth more stable. The sector may fluctuate within a range in the short term and is currently near the bottom; prospects for the computing power and storage subsectors are favorable.
华尔街见闻•2026-11-11 05:57